Recurring Invoice Approvals

In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Note: This is available from v2.176.1 onwards. Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals […]

Approval Process for a Users Department Manager

In this lesson we will cover: – Head of the Users default Department – Create an Approval Process for The Users Manager to Approve Head of the Users default Department Should the End-User be part of a Department, the member of that Department that is marked as the Head of Department will be used as the […]

Approval Processes Overview

In this lesson we will cover: -What are approval processes and when are they used?  -Creating an Approval Process -Settings against the approval process step -Triggering an Approval Process -Approving  -Overriding Approvals -Delegate approvals -Example Approval Process Associated Administrator Guide: Approval Processes What are approval processes and when are they used?  Approval processes in Halo […]

Performing Ticket Approvals via API

1. Get Ticket Information First, retrieve the ticket details by making a GET request to: /api/tickets/{ticket_id} The response will contain an approvers array. Each approver entry contains: name – The approver's display name emailaddress – The approver's email user_id – The approver's user ID seq – Required for approval submission actionnumber – Required for approval […]

Approval Delegation

In this lesson we will cover: – Ad-hoc Approvers – Enabling Delegation – Breakdown of Achieving Approval Delegation Ad-hoc Approvers Within Halo we can set Approval Users to Delegate their approvals if required. This is done through enabling a few settings in various areas of Halo. Time durations can also be set for delegation, so […]

Approval Process Approvers

In this guide we will cover: – "Approve by" Options – Approval Overrides – Approver Notes Admin Guides: Approval Processes Related Guides: Approval Delegation Approval Processes Overview  Approval Process for a Users Department Manager "Approve by" OptionsIn order to get to this menu, you will need to head to Configuration > Tickets > Approval Processes […]